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Money Concepts Capital’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Money Concepts Capital’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4
Closed -$93 – 1620
2022
Q4 		$93 Buy
+4
New +$93 ﹤0.01% 3159
2022
Q2 		– Sell
-4
Closed – – 1998
2022
Q1 		$0 Buy
+4
New +$103 ﹤0.01% 2720

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Money Concepts Capital's IBDS Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2023, closing a stake of 4 shares — an estimated $93 sold.

Money Concepts Capital first reported a position in IBDS in Q1 2022 and held it in 2 quarters. The position peaked at $93 in Q4 2022. 172 funds tracked by Wall St. Rank hold IBDS as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 4 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2023, an estimated $93.
  • Money Concepts Capital first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $93 in Q4 2022.
  • 172 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.